Experienced Paraplanner with Adviser Progression

2 weeks ago


City of London, United Kingdom Westminster Wealth Management Full time

Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?
Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status?


We have a rare opportunity to carve out a meaningful career within a small, close-knit, dynamic team within a large, privately owned IFA firm.


Opportunity


We are a small successful, entrepreneurial team seeking a committed individual with a passion for financial planning and a genuine desire to build their expertise.


Working closely with one of our most successful partners and his team, you will be heavily involved in the advice process, working with wealthy clients.


About the Role


We offer the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and play a key part in delivering our high-quality service to our clients.

We can enable your success and empower you to take responsibilityfor more complex financial planning and client relationships as you progress.

We can offer a competitive salary and bonus with considerable increases in remuneration.

Essential Criteria

  • Demonstrable experience in a paraplanning / technical role in financial planning or wealth management and have previously shadowed a licensed adviser, including attending client meetings.
  • Diploma in Financial Planning Level 4 status and some progress made towards Chartered status.
  • Understand the regulatory framework, ethics and principles of the advice process
  • Unrestricted rights to work in the UK

Desirable Criteria


The role would suit a positive, energetic paraplanner with an empathetic approach and excellent organisational skills who is comfortable developing trusting client relationships, working with initiative and taking responsibility.

Progress with Advanced papers Level 6 is desirable

Salary & Benefits

  • Basic salary: £55000 to £70,000
  • Bonus: OTE £65,000 to £75,000
  • Holiday: 25 days
  • Private Health Care
  • Death in Service
  • Pension

Additional Information


We offer hybrid working once established; however, the nature of the role, training and colleague liaison requires easy access to the office.

We have a tailored training programme with study support to Chartered Financial Planner status.

Company Information


Westminster Wealth Management is a privately owned Chartered Financial Planners providing expert financial advice to a wide range of clients, including private individuals, companies, trusts and charities.

This role is within a small team headed by our mostsuccessful partner, with a demonstrable track record of providing career opportunities.

Please view our website for more information about our company and philosophy.

Keywords:
Paraplanner, Senior Paraplanner, Assistant Financial Planner, Associate Financial Planner, Financial Planning, Financial Advice, Wealth Management. Trainee Adviser

NO AGENCIES PLEASE
We are using Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.

  • City of London, United Kingdom Westminster Wealth Management Full time

    **Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? We have a rare opportunity to carve out a meaningful career within a small,...


  • London, United Kingdom Financial Divisions Full time

    Job Description PARAPLANNER ( dedicated Adviser support on HNW Technical cases)-City of London-To c£55k, long list of company benefits listed below Excellent opportunity as an experienced Paraplanner to work in collaboration with a highly successful Financial adviser on a dedicated basis with the opportunity to further develop your technical skillset....


  • London, Greater London, United Kingdom Financial Divisions Full time

    My client is a prestigious, niche market leading IFA based in London who due to expansion are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someonenew that they can further develop and help achieve your career ambitions and aspirations.You must be level...

  • Paraplanner

    3 weeks ago


    City of London, United Kingdom Ortus PSR Full time

    Are you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further! We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team. On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary...

  • Paraplanner

    2 weeks ago


    City of London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmFind out if this opportunity is a good fit by reading all of the information that follows below.My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW...

  • Paraplanner

    2 weeks ago


    City of London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmLike the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.My client are a Chartered independent wealth planning firm in Haywards...


  • London, Greater London, United Kingdom Financial Divisions Full time

    My Client, based in Watford has enjoyed a very successful history and is in an enviable position of having more business than they can handle. With an excellent reputation both with Clients and Providers, they are now looking to offer this opportunity toan experienced Paraplanner looking to make to transition to Adviser with the ability to build longstanding...


  • London, Greater London, United Kingdom Financial Divisions Full time

    The OpportunityOur client is a well-established, successful boutique private client wealth manager overseeing over $2.6 billion in assets for approximately 800 families. They develop and implement global, tax-efficient wealth strategies for families, trusts and foundationsbased in the UK, USA and internationally. A need has arisen for an experienced,...

  • Paraplanner

    3 weeks ago


    City of London, United Kingdom Carousel Consultancy Ltd Full time

    **Paraplanner - Financial Services - City of London / Hybrid Working - £32k-£40k**(DoE)**+ bonus** We are recruiting for a successful City based financial organisation who are looking for an experienced **Paraplanner** to join their fabulous team as soon as possible. **What’s on offer**: - Competitive salary (£32k - £40k) - Discretionary bonus -...


  • London, Greater London, United Kingdom Financial Divisions Full time

    plus Bonus (high earning recurring income), hybrid workingDue to a very successful period of business growth, my client is looking to offer this opportunity to a Level 4 Diploma Qualified experienced Paraplanner looking for an opportunity to move quickly towards Financial Adviser. Having built close and personalrelationships and due to the increase in...


  • London, Greater London, United Kingdom Quilter Full time

    What the Hiring Manager Says The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals with a wide range of experience, across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive....


  • London, United Kingdom Financial Divisions Full time

    I am recruiting for a fantastic new Opportunity, with a well-established, growing independent Chartered wealth management practice, with a niche strong footprint in the industry and looking to continue to grow the business, they require an ambitious, qualified,and experienced technical Paraplanner who would like to progress to an Adviser within 2 years. My...


  • City of London, United Kingdom Financial Divisions Full time

    **Incredible Opportunity - Paraplanner (guaranteed route to Adviser in 18 months) - Manage a retiring Advisers' client bank - £65k salary + longer term earning as an Adviser £100k - £150k** My client is a Chartered IFA firm based in the City of London who manage the wealth of HNW & UHNW clients. This business has a team of Chartered Advisers and a full...

  • Senior Paraplanner

    2 weeks ago


    City of London, United Kingdom Westminster Wealth Management Full time

    Are you a senior paraplanner wanting to take the next step into financial advising?Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising?We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth client...


  • London, United Kingdom Financial Divisions Full time

    My client is a prestigious, niche market leading IFA based in London who due to expansion are looking for an experienced Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someonenew that they can further develop and help achieve your career ambitions and aspirations. You must be...

  • £50,000 Paraplanner

    3 months ago


    City of London, United Kingdom Davies Resourcing Full time

    CALLING ALL PARAPLANNERS! My client, a well-known and established Financial Advisory firm is looking to appoint a Paraplanner to join their London team.An excellent and unrivalled reputation, my client provides advise to individuals and companies on all financial matters. The Role The Paraplanner will be responsible to maximise the effective running of the...


  • City of London, United Kingdom Heat Recruitment Ltd Full time

    An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from...


  • City of London, United Kingdom Heat Recruitment Ltd Full time

    An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from...


  • City of London, United Kingdom Heat Recruitment Ltd Full time

    An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from...


  • London, United Kingdom Financial Divisions Full time

    Are you an ambitious Paraplanner looking for an opportunity to move your career to the next level? My Client is a rapidly growing independent private wealth manager is always keen to keep service levels of the highest quality and is now looking to strengthenthe team to ensure structures are firm in place for their further expansion. This role will offer an...